Is $ROKU the Next $NFLX?

There’s only a handful of tech companies that touches instills itself into the modern culture we live in. The acronym FANG is so relevant, because we all use those platforms. For people who enjoy media, ROKU is the orphan to NFLX and used by millions.

Personally, I use the Apple TV box and always have. I don’t stream movies for free, like most ROKUFAGS — but I can see how that’s appealing to most who are both poor and degenerate.

An analyst at William Blair is out sucking the dick of ROKU this morning, saying they will reach 80 million subs by 2025.

Streaming business Roku to reach 80 million active accounts by 2025, William Blair said Tuesday.

“Roku will experience similar phased stages of international growth as Netflix did during its international expansion,” said William Blair’s Ralph Schackart.

Shares of Roku, which sells its own streaming devices with thousands of channels and also provides an operating system for smart TVs, have been on a tear this year, climbing nearly 370% since January.

The company is growing the top end by 59% per quarter, trading at 16x. Based upon back of the envelope extrapolations rooted in simple mathematics, the stock should hit $225 by next year, this time. So is it the next NFLX or is it just a fucking TIVO?

My opinion is flaccid — because I don’t use the product — but the numbers are rock fucking solid. Also, it was my overnight pick last night, so I am shamelessly promoting it now.

I don’t know if this means anything anymore — but there isn’t productive negotiations taking place with China and Trump is only saying this because he’s an egotistical maniac. That doesn’t make him a bad President, per se. I know this isn’t a very popular modus operandi with you fuckhead libtards — always trying to save burning rain forests and shit. But Trump is the man needed for the job to destroy China, once and for all.

The actuaries took a look and decided that within 50 years China will be able to destroy America on every playing field. So, the policy of America now is to destroy China now, sort of like the Baby Hitler scenario. If you came across Baby Hitler, would you stick a knife in his chest? That’s a really hard row to hoe, isn’t it? Most fair minded people think we can change China, just like most people believe they could convince Baby Hitler not to do all of that crazy dumb shit he eventually did. Sorry, but you cannot change Baby Hitler, no more than you can change Baby China — who is on a fucking warpath to supplant the United Steaks and make you their bitch servant slaves. Is that what you want for your grandchildren?

I didn’t think so.

The aircraft carriers are warming up and soon we’ll be flying bombing raids over Beijing, in an act of bitter revenge for the Vietnam war. This time we’ll be using Vietnamese mercenaries to control large swaths of China, paid for by 100 year War Bonds, which will likely yield negative 2%.

Safest shit out there, believe me.

Ah, living in the latter days of a grande empire is exhilarating. Meaningless wars, depravity, elitism, and savage migration — all darken this once great landscape with its cheap blood. The truth is, I couldn’t care less. Zero emotion, robot like demeanor.

I believe this rally will fail, and soon. But I probably won’t sell short. I am content with gold and defensive stocks…for now.

Futures were down 300 last night and then Trump issued some bullshit presser, exclaiming that negotiations with China were going splendidly for the 100th time. As such, markets are soaring today — because humans enjoy being lied to. What a fantastic world we live in.

I’ve been busy all morning getting my SHIT together in NC — dealing with car rentals and insurance companies. So far, I like this place very much. Everything is brand fucking new and I rarely see any people, which is an added bonus.

Will this rally hold?

Absolutely not. Trump is on the verge of bombing Beijing over a tweet gone sideways. Do not fool yourselves out of your gold positions, lad. It’s made of sterner stuff.

A very high IQ quasi- revolution is taking place in HK — and although I think it has CIA written all over it — I’m supportive of any people who demand freedom from their government. They’re cutting down facial recognition poles — in defiance of the Orwellian Chinese way of controlling people.

#NewsUpdate: Protestors in #Hongkong were seen tearing down facial recognition poles in the city, as they strive for freedom's and independence for their city from mainland #China. pic.twitter.com/3GiMwMAd92

— Sotiri Dimpinoudis (@sotiridi) August 24, 2019

HIGH IQ RALLIES ENSUE!

Tools of "peaceful" Hong Kong protesters — (1) sticks & metal poles (2) Molotov cocktails (gasoline bottles on fire) (3) bricks/stones (4) grenade launchers! (5) laser beams to blind people (6) special catapults/slingshots to hurl bricks at the police (7) arson/fire:#China pic.twitter.com/jehOxzw4an

— Economics Geopolitics Tech (@EconGeopolTech) August 25, 2019

Without question this is a fucking negative for stocks. My only question is whether this is really happening or more bullshit? Will this revolution be stomped the fuck out — or will it spiral out of control and fuck the Chinese with a bamboo sizes cock?

The Hang Seng is off by 880 now, or 3.5%. Nasdaq futures are only off by 35, after fair value considerations. Oil is down and gold is sharply higher. You’re welcome. The 10yr yields are hitting new lows at 1.48% — something to consider when thinking about buying banks. This yield curve business is treacherous for them.

My best bet — markets plunge at the open and I buy with my entire cock. I do not believe we’re setting up for a large drop. Trump is too vain to let this slide for too long. Look out for some sort of offsetting stimulus package to antagonize the Chinese. The men inside Exodus are all doing fine now, sipping on large coups of champagne, overseeing their large holdings in gold appreciate with both style and grace.

NOTE: The Yuan is cracking lower again. The dollar is now +5% vs the Yuan over the past year.

I’m still without internet, typing from my phone. For those just tuning in, I moved from NJ to N.C. on Thursday and still exhausted by the ordeal. Converting to a southern gentleman from a northern master is not for the faint of heart.

On Friday the president chimped out and publicly humiliated China. Let’s face it, something happened behind the scenes that pissed Trump off. This trade war will never get resolved.

Things to look for.

Sharply lower oil and copper prices that imply pressure on the Chinese economy. This is America’s last stance against China in an effort to preserve financial dominance. It had to be done, for the empire builders, and we’re just here along for the ride.

Markets did not panic on Friday, with JNK and HYG barely down. If bad credits get hit on Monday, watch out. But if I’m being honest, we’ll probably bounce back next week. The best tells will be in the Russell, oil, credits, yields and banks.

Back to unboxing

Ok I’m blogging from my iPhone because I’m not set up yet and this shit happens.

This is beyond bizarre, but instead provocative. Comparing Powell to Xi is insane, but also calling Xi an enemy is wholly dangerous.

Stay long gold during this shit storm.

I ended up leaving Princeton after 4pm yesterday due to chicanery largess. During the walk thru the basement sink pump broke and water began to spill out onto the carpets, much to my chagrin. Luckily I was able to calm down the buyers and hire a plumber, who fucking destroyed me for $800. The past cost max $200.

Then I had to settle my son in his dorm and begin a 12hr harrowing experience to N.C., which was intermittently interrupted by disgusting pit stops at 24hr McDonald’s and Wawa’s. It was an ordeal that was both absurd and ridiculous.

i couldn’t give a fuck about the market today, as I’m 20% cash and keenly positioned amongst an array of gold stocks. Come Monday, Southern Gent Fly will be live trading and talking shit inside Exodus. But today, I need to deal with the movers, head out to register kids in school, and stock the fridge with food.

I ended up leaving Princeton after 4pm yesterday due to chicanery largess. During the walk thru the basement sink pump broke and water began to spill out onto the carpets, much to my chagrin. Luckily I was able to calm down the buyers and hire a plumber, who fucking destroyed me for $800. The past cost max $200.

Then I had to settle my son in his dorm and begin a 12hr harrowing experience to N.C., which was intermittently interrupted by disgusting pit stops at 24hr McDonald’s and Wawa’s. It was an ordeal that was both absurd and ridiculous.

i couldn’t give a fuck about the market today, as I’m 20% cash and keenly positioned amongst an array of gold stocks. Come Monday, Southern Gent Fly will be live trading and talking shit inside Exodus. But today, I need to deal with the movers, head out to register kids in school, and stock the fridge with food.

I cashed in some of my chips today, opting for cash as I will be busy the next few days with my move to NC.

I sold STMP +5.7%

AYX +4.7% (OVERNIGHTER)

OKTA +4.3%

DRIP -1.8%

Considering this ball breaker of a market, the ding in DRIP is wholly acceptable.

More later, maybe. Fucking busy here you know.

I cashed in some of my chips today, opting for cash as I will be busy the next few days with my move to NC.

I sold STMP +5.7%

AYX +4.7% (OVERNIGHTER)

OKTA +4.3%

DRIP -1.8%

Considering this ball breaker of a market, the ding in DRIP is wholly acceptable.

More later, maybe. Fucking busy here you know.